| Atlantic Union Bankshares Corp | 3 | $225 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $267 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $267 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $334 | 0.00% | −15−75.0% | Reduced |
| ORG Partners LLC | 5 | $340 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $400 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $401 | 0.00% | −16−72.7% | Reduced |
| Dogwood Wealth Management LLC | 6 | $416 | 0.00% | −23−79.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 8 | $517 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $534 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $601 | 0.00% | −3−25.0% | Reduced |
| Bare Financial Services, Inc | 10 | $667 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $667 | 0.00% | +10 | New |
| Main Street Group, LTD | 10 | $667 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 11 | $764 | 0.00% | −37−77.1% | Reduced |
| Rialto Wealth Management, LLC | 12 | $801 | 0.00% | −14−53.8% | Reduced |
| Optiver Holding B.V. | 12 | $801 | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 14 | $947 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | +16 | New |
| Total Investment Management Inc | 16 | $1.07K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 17 | $1.14K | 0.00% | −100−85.5% | Reduced |
| Financial Network Wealth Advisors LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $1.20K | 0.00% | +9+100.0% | Added |
| Stephens Consulting, LLC | 18 | $1.20K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 21 | $1.41K | 0.00% | +21 | New |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $1.56K | 0.00% | +23 | New |
| Bay Harbor Wealth Management, LLC | 26 | $1.74K | 0.00% | +12+85.7% | Added |
| Parkworth Wealth Management, Inc. | 26 | $1.74K | 0.00% | +17+188.9% | Added |
| NVWM, LLC | 27 | $1.80K | 0.00% | −10−27.0% | Reduced |
| Bogart Wealth, LLC | 29 | $1.91K | 0.00% | −187−86.6% | Reduced |
| Binnacle Investments Inc | 30 | $2.00K | 0.00% | +30 | New |
| HM Payson & Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $2.00K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 31 | $2.07K | 0.00% | −15−32.6% | Reduced |
| Transce3nd, LLC | 32 | $2.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $2.14K | 0.00% | +20+166.7% | Added |
| SJS Investment Consulting Inc. | 33 | $2.20K | 0.00% | −17−34.0% | Reduced |
| Anchor Investment Management, LLC | 35 | $2.34K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 35 | $2.34K | 0.00% | +35 | New |
| Tortoise Investment Management, LLC | 37 | $2.47K | 0.00% | +17+85.0% | Added |
| Plante Moran Financial Advisors, LLC | 39 | $2.60K | 0.00% | +39 | New |
| Clark Wealth Partners | 39 | $2.60K | 0.00% | +39 | New |
| Beaird Harris Wealth Management, LLC | 40 | $2.67K | 0.00% | +40 | New |
| Motco | 40 | $2.79K | 0.00% | +40 | New |
| Riggs Asset Managment Co. Inc. | 43 | $2.87K | 0.00% | +43 | New |
| Park Place Capital Corp | 46 | $3.14K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $3.54K | 0.00% | −10−15.9% | Reduced |
| Abound Wealth Management | 55 | $3.69K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 59 | $3.94K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 59 | $3.94K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 60 | $3.97K | 0.00% | +1+1.7% | Added |
| Evolution Advisers, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 64 | $4.27K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $4.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 64 | $4.48K | 0.00% | +21+48.8% | Added |
| Cedar Wealth Management, LLC | 68 | $4.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $4.87K | 0.00% | +1+1.4% | Added |
| Sachetta, LLC | 77 | $5.14K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 77 | $5.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 77 | $5.19K | 0.00% | −1−1.3% | Reduced |
| Howard Hughes Medical Institute | 84 | $5.61K | 0.00% | +84 | New |
| Capital Advisors, Ltd. LLC | 83 | $6.00K | 0.00% | −46−35.7% | Reduced |
| PFS Partners, LLC | 91 | $6.07K | 0.00% | +91 | New |
| WFA Asset Management Corp | 132 | $6.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 94 | $6.28K | 0.00% | −50−34.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 100 | $6.67K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 98 | $6.68K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 101 | $6.74K | 0.00% | +101 | New |
| TD Waterhouse Canada Inc. | 100 | $6.82K | 0.00% | +100 | New |
| WealthTrak Capital Management LLC | 110 | $7.34K | 0.01% | +60+120.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 110 | $7.37K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 117 | $7.81K | 0.00% | +117 | New |
| Spire Wealth Management | 124 | $8.28K | 0.00% | −115−48.1% | Reduced |
| Sierra Ocean, LLC | 132 | $8.81K | 0.01% | −43−24.6% | Reduced |
| Bruce G. Allen Investments, LLC | 133 | $8.88K | 0.01% | −134−50.2% | Reduced |
| Avion Wealth | 138 | $9.00K | 0.00% | +38+38.0% | Added |
| Hilltop National Bank | 140 | $9.34K | 0.00% | +140 | New |
| Financial Management Professionals, Inc. | 141 | $9.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 148 | $9.88K | 0.00% | −2−1.3% | Reduced |
| Kozak & Associates, Inc. | 147 | $10.3K | 0.00% | +1+0.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 155 | $10.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 156 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 160 | $10.7K | 0.00% | +52+48.1% | Added |
| MorganRosel Wealth Management, LLC | 163 | $10.9K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 163 | $10.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 165 | $11.0K | 0.01% | −8−4.6% | Reduced |
| Traub Capital Management LLC | 168 | $11.2K | 0.01% | +168 | New |
| Princeton Global Asset Management LLC | 175 | $11.7K | 0.00% | +175 | New |
| Westside Investment Management, Inc. | 179 | $12.2K | 0.00% | +179 | New |
| Golden State Wealth Management, LLC | 193 | $12.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 193 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 199 | $13.3K | 0.00% | −12−5.7% | Reduced |
| NBT Bank N A | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 216 | $14.4K | 0.00% | +216 | New |
| TFC Financial Management | 223 | $14.9K | 0.00% | +50+28.9% | Added |
| Armstrong Advisory Group, Inc | 230 | $15.4K | 0.00% | −236−50.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 235 | $15.7K | 0.00% | +5+2.2% | Added |
| Flagship Wealth Advisors, LLC | 237 | $15.8K | 0.01% | +237 | New |
